Campaign · Tier 2 · Life-Event

Meet families where the courthouse leaves them.

Empathy-first outreach with attorney co-marketing kits, a probate-specific timeline explainer, and mail templates that speak to grief before they speak to price.

Who it's for

Personal representatives and heirs navigating the sale of an inherited property.

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This niche unlocks after a required short training. Templates include locked disclosure language.

What's in the kit

Not a template pack. A machine.

Every campaign ships wired end-to-end: capture, follow-up, mail, and training — cloned into your account under your brand.

Landing pages (niche + city variants)
Ad copy & creatives — English + Spanish
Direct-mail variants (door hangers + postcards)
AI follow-up sequence (SMS + email + voice)
Long-tail nurture (up to 12 months)
Live-call scripts + objection library
Training module + role-play scenarios

How it launches

Live in three steps.

Step 1

Activate the kit

Pick the niche. We clone the funnels, sequences, and mail templates into your account under your brand.

Step 2

Configure & unlock

Set your geography, price bands, and language. If it's a compliance-gated niche, complete the short training to unlock templates.

Step 3

Turn it on

Approve the first mail drop and the first SMS. Leads route to your CRM. The AI answers within 60 seconds.

FAQ

Questions agents ask first.

Does the training cover the legal process?+

Yes — a state-configurable overview of probate procedure, with clear scope boundaries for what agents can and cannot advise on.

What's the required training?+

A short Academy course on probate ethics, marketing rules, and referral etiquette with estate attorneys. Kit unlocks on completion.

Activate Probate.

Tell us a few details. We'll clone the kit into your account and confirm your launch window.

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